Partner Integration Relationship Manager

CX Institutional LLC • Auburn, IN

20d

About The Position

The Partner Integration Relationship Manager supports growth initiatives through Credent’s Partner Integration business model. This role serves as the dedicated point of contact for partner firms, guiding them through the integration process and coordinating well-planned transitions. Success is measured by client conversion rates and the onboarding of assets to Credent’s UMA platform. The manager oversees small-to-medium-sized projects and works with the Partner Integration Sales Team, Project Coordinators, Operations Team, and onboarding partners throughout due diligence, client conversion, integration, and client onboarding.

Requirements

• Ability to quickly develop rapport and build trusting relationships.
• Proven success holding others accountable for time-based objectives.
• Ability to present and communicate material compellingly, credibly, and clearly.
• Project management skills and ability to manage and maintain core processes.
• Excellent verbal and written communication skills, including listening skills.
• Understanding of complex transactions and financial models.
• Self-driven, independent, adaptable, and creative problem-solving ability.
• Proficiency in Microsoft Office Suite.
• 3+ years of demonstrated experience building dynamic, project-based relationships.

Nice To Haves

• Bachelor’s degree in business or a related field preferred.

Responsibilities

• Ensure adherence to the Partner Integration Core Process.
• Work with the Project Coordinator to launch the Playbook for small-to-medium-sized partner integration projects when each new contract is signed.
• Serve as the point of contact for new partners merging into Credent and guide them through the Partner Integration Core Process through assimilation to the Credent Experience.
• Travel to new site locations as needed to support communication and relationships.
• Create, refine, and implement processes related to the Partner Integration Core Process.
• Lead organized departmental meetings and coordinate with integration team members.
• Maintain knowledge of regulatory-body policies and regulations to ensure compliance with work activities.
• Work with team members in a manner consistent with the company’s mission, values, and beliefs to provide client service beyond expectations.
• Comply with company-wide policies and relevant regulations.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level